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Portfolio (Quarterly) Guide ↗

Beaumont Financial Advisors, LLC

· CIK 0001957394
13F Portfolio $1.6B AUM 383 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 50 New 105 Added 168 Reduced 38 Exited
Page 9 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 URNM SPROTT URANIUM MINERS ETF 4,249.0 $223K 0.01% -57.0 -1.3% $52.59 +11.8%
162 ARCC ARES CAPITAL CORP COM Financial Services 11,489.0 $213K 0.01% -828.0 -6.7% $18.53 +8.2%
163 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 2,600.0 $211K 0.01% -124.0 -4.5% $81.16 -10.4%
164 IWM ISHARES RUSSELL 2000 ETF 701.0 $211K 0.01% -246.0 -26.0% $300.66 -0.7%
165 BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 10,487.0 $205K 0.01% -64K -85.8% $19.52 -0.0%
166 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 412.0 $205K 0.01% -74.0 -15.2% $496.73 +10.3%
167 AEM AGNICO EAGLE MINES LTD COM Basic Materials 1,297.0 $201K 0.01% -250.0 -16.2% $155.13 +39.3%
168 GBDC GOLUB CAP BDC INC COM Financial Services 15,222.0 $196K 0.01% -1K -7.6% $12.88 +2.8%
Page 9 of 9  ·  168 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.7%
Financial Services 19.6%
Communication Services 15.5%
Consumer Cyclical 13.2%
Healthcare 8.2%
Consumer Defensive 4.4%
Industrials 4.0%
Utilities 2.3%
Energy 0.7%
Basic Materials 0.2%